Purchases and Sales Made in Q1 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
178+ 5.73% |
$29.7K - $35.7K
|
3.28K
$820K
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
178+ 1.61% |
$29.7K - $35.7K
|
11.3K
$2.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
177+ 0.64% |
$29.6K - $35.5K
|
28K
$6.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
177+ 10.59% |
$29.6K - $35.5K
|
1.85K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
177+ 1.65% |
$29.6K - $35.5K
|
10.9K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
176+ 3.32% |
$29.4K - $35.3K
|
5.47K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
175+ 0.48% |
$29.2K - $35.1K
|
37K
$9.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
175+ 13.0% |
$29.2K - $35.1K
|
1.52K
$380K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
175+ 11.32% |
$29.2K - $35.1K
|
1.72K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 1.91% |
$29.1K - $34.9K
|
9.3K
$2.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
173+ 3.56% |
$28.9K - $34.7K
|
5.03K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
173+ 4.48% |
$28.9K - $34.7K
|
4.04K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
172+ 4.71% |
$28.7K - $34.5K
|
3.82K
$955K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
171+ 1.13% |
$28.6K - $34.3K
|
15.3K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
171+ 0.39% |
$28.6K - $34.3K
|
44.4K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
170New |
$28.4K - $34.1K
|
170
$42.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
170+ 9.73% |
$28.4K - $34.1K
|
1.92K
$479K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
169+ 1.52% |
$28.2K - $33.9K
|
11.3K
$2.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
168+ 5.61% |
$28.1K - $33.7K
|
3.16K
$790K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
168+ 1.08% |
$28.1K - $33.7K
|
15.7K
$3.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
167+ 1.72% |
$27.9K - $33.5K
|
9.89K
$2.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
167+ 4.72% |
$27.9K - $33.5K
|
3.7K
$925K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
165+ 1.48% |
$27.6K - $33K
|
11.3K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
165+ 1.8% |
$27.6K - $33K
|
9.33K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
165+ 2.96% |
$27.6K - $33K
|
5.74K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
163+ 2.71% |
$27.2K - $32.6K
|
6.18K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
162+ 0.69% |
$27.1K - $32.4K
|
23.5K
$5.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
161+ 3.1% |
$26.9K - $32.2K
|
5.35K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
161+ 13.55% |
$26.9K - $32.2K
|
1.35K
$337K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
160+ 0.88% |
$26.7K - $32K
|
18.4K
$4.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
159+ 7.76% |
$26.6K - $31.8K
|
2.21K
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
159+ 1.54% |
$26.6K - $31.8K
|
10.5K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
159+ 5.76% |
$26.6K - $31.8K
|
2.92K
$729K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
157+ 2.86% |
$26.2K - $31.4K
|
5.65K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
157+ 8.85% |
$26.2K - $31.4K
|
1.93K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
156+ 1.96% |
$26.1K - $31.2K
|
8.12K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
156+ 11.1% |
$26.1K - $31.2K
|
1.56K
$390K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
154+ 3.51% |
$25.7K - $30.8K
|
4.54K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
151+ 4.09% |
$25.2K - $30.2K
|
3.84K
$959K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
151+ 0.05% |
$25.2K - $30.2K
|
292K
$72.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
150+ 1.12% |
$25.1K - $30K
|
13.5K
$3.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
150+ 12.4% |
$25.1K - $30K
|
1.36K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
148+ 14.04% |
$24.7K - $29.6K
|
1.2K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
147+ 9.66% |
$24.6K - $29.4K
|
1.67K
$417K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
146+ 0.83% |
$24.4K - $29.2K
|
17.8K
$4.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
145+ 5.9% |
$24.2K - $29K
|
2.6K
$650K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
145+ 9.62% |
$24.2K - $29K
|
1.65K
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
144+ 3.82% |
$24.1K - $28.8K
|
3.91K
$976K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
144+ 4.8% |
$24.1K - $28.8K
|
3.14K
$785K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
144+ 3.2% |
$24.1K - $28.8K
|
4.64K
$1.16M
|